See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,722 | $138,044+34.5% | $125,339+48.2% | $134,475+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.57% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,995 | $5,243-23.8% | $4,814-17.0% | $4,740-15.7% |
| Participant deferral / active EE | $17,783 | $7,799+128.0% | $7,446+138.8% | $6,400+177.9% |
| Admin fee / account holder | $280 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |